Purchases and Sales Made in Q4 2024 in Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-759- 9.24% |
$71.7K - $80.1K
|
7.46K
$893K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-764- 12.81% |
$72.1K - $80.6K
|
5.2K
$623K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-766- 13.69% |
$72.3K - $80.8K
|
4.83K
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-766- 7.61% |
$72.3K - $80.8K
|
9.3K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-793- 0.83% |
$74.9K - $83.6K
|
95.2K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-793- 3.73% |
$74.9K - $83.6K
|
20.5K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-805- 4.81% |
$76K - $84.9K
|
15.9K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-806- 31.74% |
$76.1K - $85K
|
1.73K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-828- 9.1% |
$78.2K - $87.3K
|
8.27K
$991K
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-846- 10.36% |
$79.9K - $89.2K
|
7.32K
$876K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-847- 1.1% |
$80K - $89.3K
|
76.4K
$9.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-861- 26.44% |
$81.3K - $90.8K
|
2.4K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-876- 0.63% |
$82.7K - $92.4K
|
139K
$16.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-877- 2.45% |
$82.8K - $92.5K
|
34.9K
$4.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-890- 10.91% |
$84K - $93.9K
|
7.27K
$871K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-892- 8.1% |
$84.2K - $94.1K
|
10.1K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-904- 7.48% |
$85.4K - $95.3K
|
11.2K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-915- 2.62% |
$86.4K - $96.5K
|
34K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-933- 1.95% |
$88.1K - $98.4K
|
46.8K
$5.61M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-936- 3.64% |
$88.4K - $98.7K
|
24.8K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-941- 2.25% |
$88.9K - $99.2K
|
40.9K
$4.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-957- 4.4% |
$90.4K - $101K
|
20.8K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-968- 8.22% |
$91.4K - $102K
|
10.8K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-976- 3.59% |
$92.2K - $103K
|
26.2K
$3.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-981- 17.91% |
$92.6K - $103K
|
4.5K
$539K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1K- 2.85% |
$94.4K - $105K
|
34K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1K- 17.52% |
$94.4K - $105K
|
4.71K
$564K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
SELL
|
- |
-1.01K- 2.13% |
$95K - $106K
|
46.1K
$5.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.03K- 39.11% |
$97K - $108K
|
1.6K
$191K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.04K- 7.79% |
$98.2K - $110K
|
12.3K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.05K- 2.75% |
$99.2K - $111K
|
37.1K
$4.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.05K- 2.0% |
$99.3K - $111K
|
51.5K
$6.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.05K- 2.54% |
$99.4K - $111K
|
40.5K
$4.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.06K- 0.64% |
$100K - $112K
|
165K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 1.16% |
$105K - $117K
|
94.8K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.11K- 3.51% |
$105K - $117K
|
30.6K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.12K- 17.54% |
$106K - $118K
|
5.27K
$631K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-1.13K- 4.37% |
$107K - $119K
|
24.8K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.14K- 8.23% |
$108K - $121K
|
12.7K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.15K- 15.05% |
$109K - $122K
|
6.51K
$780K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 3.01% |
$109K - $122K
|
37.4K
$4.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.16K- 1.52% |
$110K - $122K
|
75.4K
$9.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.16K- 8.72% |
$110K - $122K
|
12.1K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 0.82% |
$111K - $124K
|
141K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.18K- 3.28% |
$111K - $124K
|
34.7K
$4.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.18K- 5.9% |
$112K - $125K
|
18.9K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.18K- 2.56% |
$112K - $125K
|
45K
$5.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.19K- 18.88% |
$113K - $126K
|
5.12K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.2K- 11.55% |
$114K - $127K
|
9.21K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.21K- 5.93% |
$114K - $128K
|
19.2K
$2.3M
|